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IPSRX

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Analysis and statistics

  • Open
    9.1973$
  • Previous Close
    9.1973$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
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  • Beta
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  • Volume
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About

IPSRX.US represents the Iron Capital Sector Rotation Fund Institutional Class shares. This mutual fund employs a sector rotation strategy, meaning it invests in different sectors of the economy based on their perceived potential for growth or decline. The fund's objective is to achieve long-term capital appreciation by actively shifting investments among various sectors like technology, healthcare, financials, and consumer discretionary, aiming to outperform a broad market index over time. The fund's performance and holdings are subject to market fluctuations and management's investment decisions.

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Factors

Fund Performance: Historical returns and relative performance against its benchmark index influence investor demand, impacting price.

Interest Rate Changes: Rising interest rates typically decrease bond values within the fund, lowering the fund's price. Conversely, falling rates can increase prices.

Credit Risk: Downgrades in credit ratings of bonds held by the fund can negatively affect its net asset value and price.

Market Sentiment: General investor optimism or pessimism towards fixed-income securities affects fund flows and pricing.

Fund Flows: Large inflows increase demand, potentially raising the price, while outflows may force sales and lower it.

Inflation Expectations: Higher inflation expectations can erode the real return of bonds, pressuring fund prices downward.

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